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tomorrow morning. we get right to it right now. ubs, steven nicholas, and good to have you on the program, everybody. let's kick it off with you, what are you looking at tomorrow? 30 seconds on the clock. >> well, if you're watching emerging markets, look out for brazil industrial production tomorrow morning at 8:00 a.m. probably mark the 12th straight month of contracting ip, going back to last september. this probably is most importantly for growth but also let's keep in mind policies. in short, we think you're probably going to need a very strong rebound in industrial activity for brazil if it abandons the easy monetary policy or the currency war effort. >> all right. thank you so much. and kevin, you're up, 30 seconds on the clock. what do you want to look at when that opening bell sounds? >> well, the leader has been the u.s. consumer. you have to watch auto sales here in the united states. we're expecting a number of something like 14.4, 14.5 million units at an analyzed rate. we're also going to get data out of china in terms of services data. and i think ultimately the data that's
demand is going to come from. >> all right. steven, one thing we are expecting from these quarterly numbers is a contraction in earnings. they are expected to be negative for the third quarter. i expect it to bounce back in the fourth quarter. wrote are you expecting any big blowups? we saw norfolk southern, caterpillar, these large multinationals that are disappointing. what's on the horizon? >> we are zfdefinitely in a maturing earnings cycle. i think earnings will come in line with expectations that have been reduced dramatically. i think more importantly than the earnings may well be the top line revenue. so analysts are going to get out a microscope, be looking at revenues to see what's happening there. this is going to be a challenging environment. mandy, great point. china's deceleration is very important. it's very real. you're seeing that in commodity complex. i think that revenue line is going to be very, very important. that's probably going to come in soft. >> all right. we'll leave it there. thanks, everybody. appreciate your time tonight. we'll keep watching this marke
therapeutics. seventh, i would appoint a steven jobs memorial competitiveness czar to figure out how our businesses could be made more competitive and find out what they need in order to hire and expand, not government handouts but perhaps trying to get educated engineers trying to help these companies. i would reappoint ben bernanke as chairman of the federal reserve. if it weren't for him, he would never have gotten out of the great recession to begin with and might be as bad as japan or anybody else. without bernanke, we have nationalized the banks and be stuck with unemployment over 10%. he's done his best to keep the wealth engine that is the stock market sputtering. as he gives it everything she's got. here's the bottom line. nobody asked me. i'm not running. i'm not part of any debate. but i stand for higher stock prices for all. if you elect me, i will put through my plan to refinance the deficits is, switch to opec busting job creating natural gases, lower taxes on dividends, chakts the masses on money, clean the skies, rebuild our infrastructure and reappoint ben scotty bernank
of the have i. we'll see how it plays out. steven, appreciate your time. >> likewise. >>> keep those tweets coming. the journal says bald men have the advantage in business according to a study at the university of pennsylvania's what a wharton school. what do the balds abouts know that we don't have? it's@squawk street. e want to improve our schools... ...what should we invest in? maybe new buildings? what about updated equipment?t, but recent research shows... ...nothing transforms schools like investing in advanced teacher education. let's build a strong foundation. let's invest in our teachers so they can inspire our students. let's solve this. a short word that's a tall order. up your game. up the ante. and if you stumble, you get back up. up isn't easy, and we ought to know. we're in the business of up. everyday delta flies a quarter of million people while investing billions improving everything from booking to baggage claim. we're raising the bar on flying and tomorrow we will up it yet again. zagat just gave hertz its top rating in 15 categories, including best overall car rental.
Search Results 0 to 3 of about 4